PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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March 2021
Kathryn Wessling, PhD, MAPP
During this thought leader call, we will be exploring how Design Thinking can be used as a tool by advisors to engage their client families to uncover creative, human-focused solutions to some of their most difficult obstacles.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
This session will explore the symbolic power of naming a trust and the opportunity that exists to connect the Beneficiary and Trustee to the purpose and meaning of the gift.
Find out moreApril 2021
John A. Warnick, Esq., Founder, Purposeful Planning Institute
The client's vision for how they want their Purposeful Trust to benefit their loved ones and favorite causes leads us to powerful purpose and intent clauses.
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